History

How We Got Here

Founded in mid-2002 and launched in 2003, CFO-911 has been dedicated to being a hands on finance and accounting solutions provider to middle market private and small cap companies with serious capital and organizational problems requiring immediate attention. CFO-911 is known as the company that “eats what it cooks” and thereby insures accurate and rigorous accounting and finance management.

CFO-911’s practice has developed from the experience on Wall Street and Main Street, which allows CFO-911 to provide solutions from investment banking and capital markets experience and from operating management experience. CFO-911’s principals have broad and deep experience in internal operations, accounting and finance functions, as well as in external capital market transactions.

CFO-911 principals have worked inside companies in various positions: Internal Auditor, Controller, Treasurer, Chief Financial Officer, Chief Operating Officer and President. We have worked as service providers to companies through various advisory and consultative roles: CPA, financial analyst, management consultant and investment advisor. We have successfully married these internal and external disciplines to create the best permanent solutions to operational, accounting and finance problems. The size of companies has ranged from start-ups to several billions in revenues.

CFO-911’s capital markets experience, as investment bankers and capital markets advisors, covers both private and public financings as well as mergers and acquisitions. This knowledge augments our managerial and operational capabilities. In the private and public equity markets, we have raised venture capital financing for clients and have completed other preferred and common equity offerings. In the debt markets, we have placed senior secured debt, unsecured debt and subordinated debt. Finally, in the merger and acquisitions market, we have completed many transactions both as the seller and as the buyer.

CFO-911 is committed to providing its clients with a very high level of customer service. As part of this commitment, there has always been at least one senior principal working on the assignment from beginning to end. Moreover, all of our clients always have direct access to the senior principals responsible for the success of the assignment and customer satisfaction.